Financial Advisor

Coordinate sales appointments, make presentations, and complete necessary paperwork for securities, annuities, and investment advisory products. Initiate cancellations, surrenders, and withdrawals while maintaining relationships with branch personnel through meetings and training. Develop existing book of business and establish client referral networks by providing investment solutions and financial planning guidance. Process security transactions, review personal financial goals, and comply with all broker/dealer, state, and federal regulations. Maintain proper documentation and files including advertising and correspondence. Meet activity and production goals while participating in civic activities to promote community growth.